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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,270 | $105,284-88.3% | $150,734-91.9% | $94,015-86.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 86.98% | 15.67%+71.3pp | 600.81%-513.8pp | 17.84%+69.1pp |
| Employer contribution / active EE | $11,476 | $3,599+218.9% | $4,918+133.3% | $2,790+311.3% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $76 | $9,839-99.2% | $14,905-99.5% | $8,951-99.1% |